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Data Columns

OVERVIEW

Data Columns are used to map attribute to document. Attributes can only be mapped to the document under which they are created. Data Column Mappings cannot have duplicates; an attribute can be mapped to only one document.

Data Columns are used to create Process Manager Column mappings. They are also useful in Reporting and Search because both these functions can only be performed on data of attributes that have been mapped in the data columns.

Each Commerce Process can have 251 Data Column mappings.

ADMINISTRATION

ClosedAdding a Data Column

  1. Navigate from the Admin Home Page > Commerce and Document > Process Definition > Select a Process > Data Columns > List.
  2. Click Addon the Mapping Data Columns page.
  3. Choose the Document(quote or line) to map an attribute to.
  4. Choose the Attribute to map to, based on the document selected in the previous step.
  5. Set Default Parameters:

      If you return to edit at a later date, you'll see a list of where this data column is referenced. This includes Process Manager columns.
  6. Click Add to save your changes or click Cancel to return to the Mapping Data Columns page without saving your changes.
    1. If you have made changes to Data Columns in a process that has already been deployed, make sure to go to the Deployment Center to repopulate column data.

ClosedReordering Data Columns

  1. Specify the order number of the mapped data column on the Mapped Data Columns page.
  2. Click Apply.

ClosedTranslations

  1. Click the Translations button on the Mapped Data Columns page.
  2. Enter the translation for the Search Label and/or Report Label for each supported language.

  3. Click Save and Close to return to the Mapped Data Columns page.

ClosedRestricting Access for Data Columns

Data columns can be hidden from certain users or groups in Reporting, Search and the Process Manager. The FullAccess user might choose to set up permissions on data columns to ensure that sensitive information mapped in the data columns is not visible to all users in Reporting, Search and/or Process Manager.

  1. Click on the Restrict Access Icon for the selected data column. A dialog will appear.
  2. Choose a company type from the Company Type drop-down who you want to be able to perform the Copy action.

  3. Choose a user type from the User Types drop-down who you want to be able to perform the Copy action.
  4. Click the greater than (>) sign button for moving the selected Company Type:User Types set to the Hide for following user type box.
  5. Remove a Company Type:User Types set from the Access Rights list box by selecting the Company Type:User Types set and clicking the lesser than (<) sign button.
  6. From the list(s) of internal/external groups, select the group(s) for whom you want to restrict access.
  7. Move the user/group to the Hide for Following list(s).

  8. Click Save to save changes and remain on the page. Click Save and Close to save changes and return to the Mapping Data Columns page. Click Close to return without saving changes.
    1. To remove restricted access, simply select a user/group and click the button.

ClosedDeleting Data Columns

Admins have the ability to delete Data Columns without being required to undeploy the Commerce Process.

  1. Navigate from: Process Definition > Process > Data Columns - List
  2. Select the Data Column you wish to delete by clicking its corresponding checkbox.

    1. Warning messages will point users to any existing Column Mappings so dependencies can be removed.
      Admins must re-populate data from existing columns, located in the Deployment Center.

NOTES

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